Ventana Private Wealth LLC

Ventana Private Wealth LLC is a financial advisory firm based in Denver, Colorado, established in November 2020 and registered with the SEC in January 2021. The firm, led by Amy Lea Boyd, offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to VPWL for investment decisions, with a focus on fiduciary duty and fair allocation of opportunities among clients. Investment strategies follow modern portfolio theory, aiming to maximize returns for a given level of risk. VPWL specializes in mutual funds, fixed income securities, real estate funds, equities, ETFs, structured products, and private placements. The firm charges asset-based fees ranging from 0.50% to 0.75%, withdrawn quarterly. Financial planning services are offered to portfolio management clients at no additional fee. VPWL requires clients to use Charles Schwab as the custodian for executing transactions. Amy Lea Boyd, the managing member, holds the CFP® and CFA designations, ensuring high ethical standards and comprehensive knowledge in investment analysis. There are no disciplinary events related to the firm or Amy Lea Boyd. Boyd supervises all firm activities as the Chief Compliance Officer. Clients receive regular reports and have access to detailed information about fees and compensation structures. VPWL does not receive economic benefits from third parties for client referrals.